Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Logan is a financial professional with over 29 years of experience in the industry. Brian is currently registered with MML Investors Services, LLC and Wienken Advisors, Ltd. in Pennsylvania, Florida, and Texas. Brian is a Registered Representative and Investment Advisor Representative with a focus on providing financial planning, pension consulting, and portfolio management for individuals and businesses. Brian also offers asset allocation programs and educational seminars to his clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
PA
10/24/2014 - Present
MML Investors Services, LLC (MECHANICSBURG PA)
NC
01/11/2002 - 08/11/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
08/09/1994 - 01/08/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2008
Series 4 - Registered Options Principal Examination
BC
Issued 09/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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